10 results found
-
enquiries@riachfinancial.co.uk
Notifications
The Bell at the top right of the portal need a select all
When you have to separate client’s husband and wife I often get about 10 notifications that I have to manually open to close them off and if I have 3 sets of couples overnight this becomes a big task
A select all button with the option to tick read for all would solve this
1 vote -
Task Notifications
Notification when a task is set for someone, via email or a red dot new to the task, to bring it to the advisers attention.
7 votes -
Client portal - Post message
Advisor would like clients to be able to post a message through the Client Portal.
21 votes -
New Leads From QR Codes need to have a notification
When someone scans the QR codes and they fill in the 6 questions to be submitted to the advisor to qualify the client before they are added into the Kanban. There is no notification to let the advisor know. Needs to be an email or wee red dot next to leads when there is a new lead in Smartr365.
54 votes -
Email Notification when documents uploaded from Client side
Automated email to broker for when client uploads documents rather than button saying inform advisors, in case the client doesn't see this then the broker chases them for a document that is already in the system.
29 votes -
Text or email notifications for New leads or documents up loaded
Having a option within Smartr365 to get a text or email notification to alert the broker or system admin that they should log in as there is a new document or lead.
22 votes -
Notification for Case Transfers
When a case is Transferred or Referred to another adviser they don't receive a notification and have to check Case Transfers. Could a notification be triggered for the new adviser to accept or, better still, an e-mail?
12 votes -
Admin notifcations
When a client uploads documents etc a notificaiton should be sent to the admin as well.
16 votes -
Clear all notifications
Button to clear all notifications
39 votes -
Integration with a text messaging service
Integration with a text messaging service so that I can text my clients.
It would be great to have a text messaging service as emails are not always picked up quick enough, if we could text our clients an update or note instead of just an email that would be beneficial.
31 votes
- Don't see your idea?